Operations Executive
22 hours ago
Job Title: Operations Executive Investment Support Location: Gurugram, Sector 49,Sohna Road Experience: 1-2 years preferred
Operations team plays a crucial role in making sure every clients investment journey is smooth, accurate, and timely.
What Youll Be Doing: As an Operations Executive, you will work behind the scenes to support Relationship Managers and ensure all client investment-related tasks are handled efficiently. Your role includes:
- Handling all account opening formalities, KYC checks, and documentation for client investments.
- Coordinating with clients to collect documents, resolve queries, and follow up on pending requirements.
- Executing mutual fund, SIP, insurance, and other investment transactions as per client instructions.
- Working on MIS reports, Google Sheets, and other internal trackers to ensure timely updates and transparency.
- Liaising with AMCs, platform partners, and internal teams for seamless operations.
- Ensuring clients receive timely updates on their investments and maintaining a high standard of service.
What Were Looking For:
- A graduate (any stream) with good communication skills and fluency in English
- Comfortable with MS Office, Google Sheets, Emails, and Online Tools (like Zoom/Google Meet)
- A basic understanding of mutual funds or the financial services industry is a bonus, but not mandatory
- Prior experience in a similar role is preferred
- Someone who is detail-oriented, organized, and enjoys backend support roles
Why Join Us? Youll be part of a growing wealth management team where your work directly contributes to client satisfaction. You'll gain hands-on experience in investment operations and back-end processes while working in a collaborative and professional environment.
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